ServiceAgent × ChatGPT
Your ServiceAgent CRM, inside ChatGPT.
ServiceAgent's ChatGPT connector lets a ServiceAgent customer connect their workspace once and use ChatGPT to look up contacts, summarize conversations, log notes, advance deals, and book appointments. Backed by the customer-facing `/v1/mcp` gateway, OAuth-scoped per workspace.
How it works
Once connected, ChatGPT can call any tool on your ServiceAgent workspace. Ask:
- "Summarize the last 10 conversations with Acme Corp."
- "Log a note on the Acme deal: legal review approved."
- "Book Maria an appointment next Tuesday at 3pm."
- "What's the next available slot on the team calendar?"
- "Pull contacts who have not replied in 2 weeks and draft a follow-up."
Set it up
- Open ChatGPT → Apps → "ServiceAgent" → Connect.
- Sign in to your ServiceAgent workspace and authorize the requested scopes.
- Go back to ChatGPT and ask: "Show me all open deals over $5,000".
Multi-workspace? Each ChatGPT user can connect a single ServiceAgent workspace at a time. Switch workspaces from the Apps panel.
Available tools
- Contacts: list_contacts, get_contact, update_contact
- Conversations: list_conversations, get_conversation, add_conversation_note, summarize_conversation
- Deals: list_deals, get_deal, update_deal_stage
- Appointments: list_appointments, get_appointment
- Knowledge base: search_knowledge_base (read-only)
Security and scopes
The ChatGPT connector uses OAuth 2.0 with PKCE. Tokens are scoped per workspace and per user, and you can revoke access at any time from your ServiceAgent dashboard (Settings → Connections).
- Authorize URL: process.serviceagent.ai/v1/mcp/oauth/authorize
- Token URL: process.serviceagent.ai/v1/mcp/oauth/token
- Revoke URL: process.serviceagent.ai/v1/mcp/oauth/revoke
- Refresh tokens are rotated on every refresh; re-use triggers full grant revocation.